Operating on-line marketplaces featuring investment products and services of third-party financial advisors.; Business consulting, management, and planning services in the field of finance.; Promoting the sale of goods and services of others by online marketplaces.; Analyzing and compiling business data for financial services.
Advertising and BusinessInvestment management; Financial advisory services rendered using artificial intelligence (AI); Financial planning and investment advisory services
Insurance and FinancialDevelopment, updating and maintenance of software and database systems; Providing temporary use of non-downloadable cloud-based software for financial information management.; Providing temporary use of online non-downloadable simulation software for modeling financial planning.; Providing temporary use of on-line non-downloadable software and applications using artificial intelligence (AI) for financial planning and analysis.
Computer and ScientificDownloadable mobile applications for financial planning and wealth management.; Downloadable database management software for financial advisors.; Downloadable software for financial education, planning, advice and goal tracking.
Electrical and Scientific Apparatus